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Disclosery

SWP FINANCIAL LLC: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SWP FINANCIAL LLC on EFV, newest first. How the timeline and the estimate are built.

SWP FINANCIAL LLC held 9,816 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,816 shares
    Change vs previous 13F -31,918 shares

    0.35% of the 13F portfolio, value $751,415.

    13F-HR 0001951757-26-001063 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 41,734 shares
    Change vs previous 13F +19,912 shares

    1.58% of the 13F portfolio, value $3,102,923.

    13F-HR 0001951757-26-000639 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,822 shares
    Change vs previous 13F +1,552 shares

    0.78% of the 13F portfolio, value $1,558,309.

    13F-HR 0001951757-26-000174 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,270 shares
    Change vs previous 13F -58,299 shares

    0.7% of the 13F portfolio, value $1,376,237.

    13F-HR 0001951757-25-001269 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 78,569 shares
    Change vs previous 13F +39,880 shares

    2.74% of the 13F portfolio, value $4,987,560.

    13F-HR 0001951757-25-000894 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 38,689 shares
    Change vs previous 13F -21,249 shares

    1.39% of the 13F portfolio, value $2,280,330.

    13F-HR 0001951757-25-000494 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 59,938 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $3,144,947.

    13F-HR 0001951757-25-000091 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).